Client Data Steward - Finance - Admin - AMD

Client Data Steward - Finance - Admin - AMD

Headquartered in Princeton, N.J., USA, Withum provides a gamut of services in the financial sector, including accounting, auditing, employee benefit services, pension plans services, tax services, litigation support, business valuation, insolvency services, transaction advisory services, and management consulting. The firm emphasizes a people-focused approach with a commitment to client service and staff development.

Withum has grown from six professionals at inception (1974) to a staff of over 1,200, including more than 160 partners and principals. The firm has offices in New Jersey, Massachusetts, New York, Florida, Pennsylvania, Virginia, California, and the District of Columbia in the USA, with international locations in the Cayman Islands and Bengaluru, India. Withum is affiliated with HLB International, enabling access to professional accountants and advisors in over 130 countries.

Withum serves a broad range of industries and client sizes, from startups to billion-dollar publicly held companies. The firm is involved in civic and charitable activities as part of its culture and community engagement. Withum started its office in India in 2019 and now has a team of 150 employees in Bangalore, continuing to support USA counterparts while upholding the firm’s values.

How You'll Spend Your Time:

• Conduct system-wide data validation exercises to assess data quality.
• Approve new records created by users to ensure high-quality information; identify training needs when records are incomplete or inaccurate.
• Run regular deduplication processes to identify and resolve duplicate records through merging, and merge duplicate clients as needed.
• Support system users with updating client data and completing imports.
• Maintain client data accuracy and update changes as needed or requested.
• Validate and research the client rollover automation process.
• Maintain client data email accounts and address issues/requests.
• Import and validate client data changes.

• 2-3 years of experience in data management;
  Microsoft Dynamics CRM experience a plus.
• Education:
  
  BA or BS degree required in business data related field.
• Experience with a major ERP platform (Dynamics, Salesforce, Oracle, SAP, etc.).
• Strong knowledge of Microsoft Suite of Products, primarily Excel (Access and Power BI experience a bonus).
• High sense of urgency and responsiveness, supporting internal clients (the users themselves).
• Strong verbal and written communication.
• Ability to work effectively with teams and colleagues.
• High level of attention to detail and strong keyboard skills/accuracy.
• High level of IT literacy with the ability to learn new systems quickly.
• Ability to thrive in a fast-paced, high-performance environment.
• Ability to process and understand datasets.
• Confidence to inspire system usage by being a Deal Cloud Champion.
• Experience of working with large datasets is preferred, but not essential.
• Intermediate level MS Excel skills are preferred, but not essential.
• Basic understanding of GDPR and data protection preferred, but not essential.

Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because he or she is a protected veteran.